Technical Delivery Lead — Wealth Management
Location: Toronto (Hybrid) | Practice Area: Technology & Engineering | Type: Permanent
Bridge strategy and execution in Wealth—deliver platforms that advisors, investors, and operations can trust.
The Role
We’re seeking a Technical Delivery Lead with Wealth domain expertise—spanning product manufacturing, investment operations/back office, distribution, and front-office/advisor platforms. You’ll connect business strategy to complex tech landscapes (SDLC, Digital Engineering, Cloud, DevOps/SRE, Data/AI), shaping solutions that reduce cost, lift performance, and accelerate growth for Tier-1 financial institutions.
What You’ll Do
- Understand and Provide Tech support to end-to-end tech delivery across Wealth value chain
- Manufacturing: Fund/managed programs setup (models/UMA/SMA), rebalancing, performance/attribution, benchmarks & pricing, security master/MDM.
- Back Office: Trade capture→affirmation→settlement, corporate actions, reconciliations (IBOR/ABOR), fee billing, books & records, data quality/SOX controls.
- Distribution: Advisor + wholesaler portals, CRM (e.g., Salesforce FSC) integration, channel dashboards, marketing/compliance workflows, product shelf & KYP.
- Front Office: Advisor desktop, portfolio construction & proposal, risk profiling/suitability (Reg BI/Client Focused Reforms), digital onboarding/KYC/AML, OMS.
- Shape the target solution architecture across wealth domain areas: Domain-driven design, microservices & eventing (e.g., Kafka), API-led integration with custodians/clearers/TAs/market data (e.g., Pershing/Schwab/Fidelity; Bloomberg/Refinitiv; Broadridge/SS&C/SimCorp/Aladdin).
- Translate strategy to execution: Roadmaps, OKRs, budgets, vendor governance; lead cross-functional squads and manage risk/compliance throughout.
- Elevate teams: Mentor engineers/SMEs; establish playbooks, engineering standards, and measurable quality/performance gates.
What We’re Looking For
- Proven consulting/delivery leadership in Wealth Management across two or more domains (manufacturing, back office, distribution, front office).
- Strong technical fluency: SDLC, Digital Engineering, Platform Modernization, Cloud (AWS/Azure), DevOps/SRE, data modernization (lakehouse, MDM/security master), APIs & event streaming.
- Hands-on experience integrating with custodians/clearing, market data, and portfolio/ops platforms (e.g., Charles River /Eagle/SS&C/SimCorp/Broadridge).
- Executive-level stakeholder engagement (COO/CIO/Head of Wealth) and clear articulation of value (STP, latency, auth-rate, cost-to-serve).
- Regulatory awareness: KYC/AML, FATCA/CRS, Reg BI/Client Focused Reforms, PIPEDA/OSFI.
Bonus Points
- Cloud certs (AWS/Azure), API/streaming at scale, data quality & lineage tooling.
- Experience with Salesforce FSC, Appian/PEGA, or analytics/GenAI assistants for advisors/ops.
- CFA/CIPM awareness (performance/attribution) or equivalent domain depth.
Why Join Capco
- Comprehensive Benefits Coverage – 100% company-paid health, life, and disability insurance effective from Day 1 of employment
- Retirement Savings Program – Registered Retirement Savings Plan (RRSP) with the option of receiving a matching employer contribution
- Virtual Health Care – Company-paid program available to all employees and their dependents/partners
- Employee & Family Assistance Program (EFAP) – Company-paid support services for employees and their dependents/partners
- Parental Leave Top-Up – Enhanced parental leave benefits available from Day 1 of employment
- New Parent Gift – A company-sponsored gift to celebrate the arrival of a new child
- Wellness Support – Fitness reimbursement benefit to promote health and well-being
- Business Coach from Day 1: Personalized one-on-one coaching to support career growth, accelerate development, and help achieve your professional goals at Capco.
Top Skills
What the Team is Saying
What We Do
Capco, a Wipro company, is a global management and technology consultancy specializing in driving transformation in the energy and financial services industries. Capco operates at the intersection of
business and technology by combining innovative thinking with unrivalled industry knowledge to fast-track digital initiatives for banking and payments, capital markets, wealth and asset management, insurance,
and the energy sector. Capco’s cutting edge ingenuity is brought to life through its award-winning Be Yourself At Work culture and diverse talent.
TRUSTED ADVISORS - Our collaborative and entrepreneurial approach position us as trusted long-term partners to our clients.
DEEP EXPERTISE - Clients look to us for clear guidance, proven expertise, and the support they need to set their companies up for success.
DISRUPTIVE SOLUTIONS- We do not provide off -the-shelf answers to clients’ challenges. Instead, we work in close collaboration to understand the issues, and craft disruptive, bespoke solutions.
ACCOUNTABILITY AND OWNERSHIP - We recognize every client has distinct needs and expectations, and we take ownership and accountability for the solutions we design, build, and deliver.
Why Work With Us
We support and encourage an inclusive culture, entrepreneurial outlook and independent thinking. Capco is not about organizational charts and rigid hierarchies – we want all employees to feel that Capco is their firm to own and run. We believe diversity powers innovation. Be Yourself At Work (#BYAW) is an integral and underlying part of our culture
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Capco Offices
Hybrid Workspace
Employees engage in a combination of remote and on-site work.
